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DTSTART:20180516T123000Z
DTEND:20180516T140000Z
LOCATION:Gleneagles Country Club
UID:1469220180516T123000ZUsing Non-Cash Assets for Charitable Giving
DTSTAMP:20260423T181218Z
DESCRIPTION:\nREGISTRATION IS CLOSED - SEE BELOW FOR WALK-IN DETAILS\n \n \n \nBREAKFAST MEETING\n \nWEDNESDAY, MAY 16, 2018\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nNOTE:  MEETING LOCATION\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRESERVATION DEADLINE:  WEDNESDAY, MAY 9, 5:00 p.m.\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MAY 9)\n \n \n \nUsing Non-Cash Assets for Charitable Giving\n \nGary Garcia and Rod Riggins\n \nSponsored by The Dallas Foundation and PlainsCapital Bank\n \n \n \nThis presentation will provide a very brief introduction to community foundations and donor-advised funds, then discuss several case studies of the successful use of various non-cash assets to make charitable gifts.  It will cover the types of assets generally accepted, the tax consequences of the donations, and the positive impact on the donor and the donor’s family. Gary Garcia stepped into his role as director of external relations in January 2010. He leads The Foundation’s development efforts, working with professional advisors, potential donors, and others to cultivate planned and outright gifts. Gary obtained his Chartered Advisor in Philanthropy (CAP) designation in 2011 from The American College.  Gary works in concert with professional advisors to serve as a resource and a sounding board to help clients pursue their vision of a better world. He states, “I really enjoy working with donors. It’s a joy and an honor to learn their story and help them implement their philanthropic vision.” From 2001 to 2010, Mr. Garcia served as controller for The Dallas Foundation. He has an undergraduate degree in accounting and worked for the state of Texas and PriceWaterhouseCoopers before joining the nonprofit sector. Rod Riggins joined The Dallas Foundation in October, 2015 in a new position – educating and assisting advisors with how they help their clients achieve charitable goals.  Rod moved from the wealth management industry, where he worked with advisors and wealthy families for more than 25 years. Rod is a Chartered Advisor in Philanthropy (CAP), a Chartered Financial Analyst (CFA), and earned an M.B.A. from Southern Methodist University and a B.A. from Vanderbilt University. “It is the time of my life and career for me to give back to the community.  Working with advisors for the benefit of their clients and the charities that they support is an awesome way to give.”\n \n \n \nContinuing education credits pending for this program. \n \n \n \nMembership dues do not include meals.  Credit Cards are now accepted online at the website, scroll to bottom of page and register.\n \nTo mail a check, please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE  so we will have a count for the number of meals to prepare.\n \n \n \nMember: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15\n \n \n \nName: ________________________________________\n \n ____$25   ___$30 ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nName: ________________________________________\n \n ____$25  ___$30  ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nNOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\n \n \n \nWe would like to thank the following Sponsors for their support for 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout., Texas Bank & Trust and The Catholic Foundation\n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \n \n
SUMMARY:Using Non-Cash Assets for Charitable Giving - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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